The Importance of Development Activities in Academic LibrariesDecember 2014

Development 101: What’s in it for you?

Agenda Structure of University Advancement

Why is development important to the Libraries?

How do we focus our efforts

Terminology

What does Linda do? What does Rosann do?

Statistics on recent gifts

Why did I give (Hermann Trojanowski)? Friends of the Libraries

How to get involved

Q & A

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UA Organizational Chart

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Chancellor’s Office

University Advancement

Alumni Relations Development Event Planning Donor Relations Prospect Research Advancement Services Spartan Club

Annual Giving HHS

SoN

SoMTD

Bryan School

SoA&S

SoEd

Libraries

Gift Planning

Student Affairs/Graduate School

Supplemental Institutional Funding Sources Collections vs. Projects Advantages of endowments Community involvement/investment Beneficial yet challenging Continuous programming provides steady

stream of income over a long period of time

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Sources of Funding

Develop special collections Manage and maintain existing collections Provide access to electronic resources Launch innovate programs Provide new services Building projects!

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Library has no alumni

Finding leads

Link student needs with potential donors

Campus competition

Challenges

Library constituency is entire university community

Building an environment of giving

Using assessment tools to demonstrate needs

Creating vision and mission that includes development needs

Opportunities

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Why Fundraising?

We are funded to be adequate, not funded for excellence!

The budget would not balance. Buildings might not be equipped.Services and programs may not be provided.Scholarships and professorships would not be

available.Research would not be conducted.

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How do we focus our efforts?

Annual Gifts (Jackson Society) Major Gifts ($15,000 and up)

Current restricted, endowment, planned

gift Naming opportunities Projects (Landscaping project) SCUA (Women Veterans, AAIM)

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Terminology

Dating/FundraisingPeople give to people.

Raise friends – not funds.

Fundraising is relationships, relationships, relationships.

Dating Proposal Marriage

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Cultivation Solicitation Stewardship

Identification and Cultivation

Research

Contact

Explore Prospects

Interests

Assessment Capacity

Relationship

Interest

Linda’s Job Motives

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Solicitation

People give for their own

reasons, not yours

Talk about how a gift will make a

difference

Ask for Ideas/advice

Find a hook

Ask

Mostly Linda

Sometimes Rosann Thank them and follow-up

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Stewardship

Marriage

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• Use gift as donor intended

• Acknowledge gift• Recognize donor• Invite donor to

participate in organization

• Thank donor again… • Report the impact of

the gift• Thank the donor….

Development Cycle

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Gifts to support the environment

Julia Cameron Trice Reference Study Alcove,

a gift from Brandon Bensley to honor her grandmother.

BB&T Reading Room

Martha Blakeney Hodges

Special Collections and Archives

a gift of Luther Hodges and Betsy Bernard

Bill Bates Collaboratory

John May Collaboratory

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Special Collections and Preservation Gifts

Ned and Linda Cline UL Acquisition Fund Robert C. Hansen Performing Arts Collection Congressman Howard Coble Collection Margaret Maron papers and preservation fund Dr. Elaine Penninger Book Acquisition Fund The Egon Wellesz Contemporary Music Collection Eric C. Shoaf Guitar and Music History Collection Ann Herman Girls Books in Series Endowment Kathy and David Crowe Endowment

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Betty H. Carter Women Veterans Historical Project

Hermann Trojanowski Dorothy Rechel Ann Fisher Lt. Col. Kathryn Wirkus Col. Charlotte Clinger Elsie Seetoo Irene Parsons

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Types of Giving

Cash/pledges

In-Kind gifts – works of art, books, papers

Capital Assets – property, stock

Matching Gifts Planned Gifts

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Planned Gifts

Will bequests Charitable Gift Annuities Trusts Life Insurance IRA’s Estate Gifts

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Types of Gifts to the University Libraries Friends of the Libraries Annual Gifts (Enrichment Fund) Naming Opportunities Major Gifts (planned or outright)

Types of Funds

Endowments

Current Restricted

Discretionary

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Professional Development Organizations ALADN Academic Library Advancement and Development Network

CASE Council for Advancement in Support of Education

AFP Association of Fundraising Professionals

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Association of Fundraising Professionals

AFP exists to foster the development and growth of fundraising professionals and the

profession

to promote high ethical behavior in the fundraising profession and to preserve and enhance philanthropy and volunteerism

Members of AFP want to improve the quality of life through the causes they serve.  They serve the ideal of philanthropy, are committed to the preservation and enhancement of volunteerism; and hold stewardship of these concepts as the overriding direction of their professional life. 

They recognize their responsibility to ensure that needed resources are vigorously and ethically sought and that the intent of the donor is honestly fulfilled.

Donor Bill of Rights

Code of Ethics

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Why do people give? People don’t give because we HAVE a need. They give because we FILL a need.

Because they are asked. People give to people.

Contribution is needed and appreciated.

Confidence/Trust

Involvement

To leave a legacy

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How you can help Be aware of people who may

express an interest in being more involved or who may have access to collections.

Refer interested people or companies to Linda, Keith or Rosann for follow-up.

Keep us abreast of developments that may be of interest to prospects, donors, foundations.

Help make the case for giving. Serve on Development Advisory

Committee

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University Libraries

“When you ask men and women for a gift to strengthen and expand the work of your organization, you are inviting them into a new spiritual communion. The donor and the asker are at an intersection of hope and joy where great things happen for noble causes.” Jerald Panas

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Q & A

Brown, Walter A., and Barbara A. Gonzalez. "Academic Libraries: Should Strategic Planning Be Renewed?" Technical Services Quarterly 24.3 (2007): 1-14.

Foley, Chris . "Thoughts on Endowment Fundraising for Libraries." The Bottom Line: Managing Library Finances 18.1 (2005): 40-42.

Huang, Samuel T. "Where There's a Will, There's a Way: Fundraising for the Academic Library." The Bottom Line: Managing Library Finances 19.3 (1981): 146-151.

Swan, James. Fundraising for Libraries. New York, NY: Neal-Schuman Publishers, 2002.

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